Grandparents' rights intake that captures custody case history up
The intake confirms grandparent status, current access to the child, and whether a custody or guardianship case is already open, then collects any court orders or denial letters before the lead lands in your CRM.
The exact intake your grandparents' rights leads complete
This is the real 7-question guided intake for Grandparents' Rights — the same flow your customers finish before you ever pick up the phone.
What a qualified grandparents' rights lead should tell you
A legal matter where a grandparent (or great-grandparent) seeks court-ordered visitation or custody rights to a minor, typically because contact with the child has been cut off or restricted and often tied to an existing custody, divorce, guardianship, or dependency case.
- Grandparent (Or Great-Grandparent) Child
- Child Living In United
- Know What State Child
- Being Kept From Seeing
- Had Meaningful Relationship With
- There Already Court Case
- Willing Go Court (Or
The questions your team needs answered
Every grandparents' rights intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you a grandparent (or great-grandparent) of the child you’re asking about? | Confirms the caller is actually a grandparent or great-grandparent, since that specific relationship is the legal basis for this claim rather than general third-party custody. |
| Is the child currently living in the United States? | The child's presence in the US determines whether a US family court even has jurisdiction to hear the case. |
| Do you know what state the child lives in (where the case would be filed)? | Knowing the state identifies where the petition would need to be filed and which state's grandparent-visitation statute applies. |
| Are you currently being kept from seeing the child, or is your time with the child being seriously limited? | Active denial or serious limitation of contact is the triggering harm most grandparent-visitation statutes require before a court will intervene. |
| Have you had a meaningful relationship with the child in the past (for example, regular visits, caregiving, or the child lived with you)? | A documented prior relationship, such as regular visits or caregiving, is a required element in most states' grandparent-visitation frameworks. |
| Is there already a court case or court order involving the child (custody, divorce, guardianship, adoption, or child protection)? | An existing custody, divorce, guardianship, or protection case changes whether the matter is a motion to intervene or a standalone petition, which shapes the consultation. |
| Are you willing to go to court (or respond in an existing case) to ask for visitation or custody rights? | A caller unwilling to actually litigate is a weaker fit for firms that only take contested visitation or custody matters to court. |
How Cliont scores grandparents' rights leads
Every answer is weighted automatically — no manual review required.
Value signals
- Grandparent (Or Great-Grandparent) Child: yes
- Child Living In United: yes
- Know What State Child: yes
- Being Kept From Seeing: yes
- Had Meaningful Relationship With: yes
- There Already Court Case: yes
See the lead your team receives
Grandparents' Rights Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for grandparents' rights workflows
| Cliont capability | Grandparents' Rights application |
|---|---|
| Weighted qualification scoring | Grandparent status, US residency, known filing state, current denial of access, and prior relationship each carry heavy weights, so a lead missing standing elements scores noticeably lower before it reaches your CRM. |
| Conditional follow-up questions | When a caller confirms an existing court case or order involving the child, the intake can surface that detail so your team knows whether to prepare for intervention in an active matter versus a new filing. |
| Document upload capture | Callers can attach existing custody, divorce, or guardianship orders along with evidence of a past relationship or recent denial of contact, giving the attorney case context before the first call. |
| CRM routing with lead scoring | Leads with strong standing signals (relationship history plus current denial) are routed to your CRM as high priority, while leads unwilling to litigate or unsure of jurisdiction land in a lower band for manual review. |
Common grandparents' rights lead scenarios
Access suddenly cut off
A grandparent with a documented history of regular visits or caregiving is now being denied contact entirely; the intake flags the strong prior-relationship and current-denial combination as high priority.
Custody case already underway
The child's parents are mid-divorce or in a custody dispute and the grandparent wants to intervene; the intake surfaces the existing court case so the firm knows whether it's a new filing or a motion within an active matter.
Child relocated to another state
The grandparent isn't certain which state the child now lives in or whether the child remains in the US, which affects jurisdiction and signals the lead may need an interstate custody review before scheduling.
Limited or no prior contact
The grandparent is being denied access but never had a regular, established relationship with the child, weakening the case under most states' grandparent-visitation standards even though urgency feels high to the caller.
Wants leverage, not litigation
The grandparent has a strong relationship and is being shut out, but answers no to going to court; the intake still forwards the lead but flags it as a weaker fit for a firm that only takes litigation-track matters.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More family law intake templates
Grandparents' Rights lead-intake FAQs
Does the intake check whether the caller has legal standing before we offer a consultation?
Yes. It confirms the caller is a grandparent or great-grandparent, whether they had a meaningful past relationship with the child, and whether contact is currently being denied or limited, the core elements most states require before a grandparent-visitation claim can even proceed.
How does the intake handle a case where the child has moved to another state?
It asks whether the child is currently in the US and whether the caller knows which state the child lives in, so your team can spot a jurisdiction question early instead of scheduling a consultation for a matter that belongs under interstate custody rules.
What if there's already an open custody, divorce, or guardianship case?
The intake asks directly whether an existing court case or order involves the child, so you know upfront whether this is a motion to intervene in a live matter or a standalone petition, which changes both strategy and consultation prep.
Can the intake tell us if the grandparent isn't actually willing to go to court?
Yes. It asks whether they're willing to pursue the case in court or respond in an existing one; a no answer carries a lower weight, so the lead still comes through but is flagged as a weaker fit for firms focused on litigated matters.
What documentation does the intake collect about the prior relationship with the child?
It prompts for evidence of a past relationship, such as photos, cards, school or medical records showing involvement, or caregiving history, alongside any communication showing that access has since been denied or restricted.
How is this different from a general child custody or visitation lead?
The first question confirms the caller is specifically a grandparent or great-grandparent, not a parent, which routes them here instead of into child custody or parenting-time-and-visitation intake, where the legal standing questions are different.
Turn grandparents' rights visitors into qualified cases
Give every grandparents' rights visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.